My Plans

This screen provides a list of all the plans you have created in Offtoa. In particular, the list includes:

  • Plan Name is the unique identifier for each of your plans.
  • Company Name is the name that we will print at the top of each of your financial statements.
  • Comments are any words you wish.
  • Date Created is when you first created this plan.
  • Date Modified is when you last edited this plan.
  • Options are clickable icons explained below.

Here is a list of the functions you can perform from this screen:

  • To view/edit a plan, just press the Open Plan folder icon in the Options column to the right of the plan. If a plan is already open, a red flag labeled open will appear beside or below the Plan Name (in the left column); just click on Assumptions, Reports, Charts, etc., on the left menu to view the contents of the plan.
  • To copy a plan, just press the Copy Plan icon in the Options column to the right of the plan.
  • To delete a plan, just press the Delete Plan trashcan folder icon in the Options column to the right of the plan.
  • To change the Plan Name, just click on the current underlined Plan Name, edit it and then click on the check mark.
  • To change the Company Name, just click on the current underlined Company Name, edit it and then click on the check mark.
  • To change the Comments, just click on the current underlined Comments, edit it and then click on the check mark.
  • To create a new plan a plan, just press the green Create New Plan button at the bottom of the screen.
  • To copy a plan, just press the green Create New Plan button at the bottom of the screen.

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